KarenA
Level 2
07-27-2023
12:34 PM
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Per discussion with Lacerte, Schedule G only populates if the return type is a trust. The problem is if the return is for a Revocable Trust for which you did a 645 election i.e. treat as an estate. Then Lacerte will not populate Schedule G since this tax return will have a return type of "Decedent's Estate" and not a trust. ProSystem FX has an override box in their input which states "Force Schedule G" for this situation. Lacerte also needs a similar override box to take care of Revocable Trusts which have filed a 645 election and have either a CA resident trustee or CA resident beneficiary.